Create a role with defined permissions

Webmecanik Pipeline allows you to create different roles with specific user permissions. Depending on how you handle your sales and marketing team, it might be useful to offer only certain permissions for specific users. Afterward, you can attribute role to your users from the Webmecanik Portal.

Note for instance that in several FAQ articles, we mention that the action is only possible for administrators. For finer permissions, you can also limit user to create, edit, view, view owned entities (contacts, companies, etc.).

Default roles: administrator & user

Administrator

By default, you will have the administrator role. This role is automatically attributed to the first user created in the Webmecanik Pipeline application to be able to start the software configuration.

You can attribute a role to several users.

Manager

This role has all the rights in Webmecanik Pipeline but cannot manage the configuration of the software. This role is reserved for the administrator.

You can assign this role to different users.

User

It will be attributed to any newly invited user joining the organisation. This role can do everything beside administrator's actions (manage custom fields, roles, etc.).

The administrator can edit this role to change the rights associated with it.

Create a custom role

To create a new role you want to attribute to your collaborators, you need to be an administrator and follow these steps:

1. Click the top right Configuration menu.
2. Click left side Roles menu.
3. Available roles list will be displayed, click Add a role.
4. Name your role and attribute permissions expected (see possibilities hereunder).

If you edit a role, all the contacts with this role will be their rights extended or reduced in consequence.

Permissions list

You can define for each entity of Contacts, Companies & Opportunities the permissions:

• Create
• View
• View own
• Edit
• Edit own
• List
• List own
• Reopen
• Reopen own
• Delete
• Delete own